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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,909 | $57,305-63.5% | $86,640-75.9% | $75,173-72.2% |
| Participation rate | 16.7% | 63.2%-46.5pp | 71.7%-55.0pp | 67.2%-50.5pp |
| Annual return | 15.39% | 2674.24%-2658.8pp | 592.52%-577.1pp | 160.72%-145.3pp |
| Employer contribution / active EE | $331 | $2,316-85.7% | $3,024-89.1% | $2,671-87.6% |
| Participant deferral / active EE | $371 | $3,320-88.8% | $4,438-91.6% | $4,126-91.0% |
| Admin fee / account holder | $860 | $4,116-79.1% | $5,616-84.7% | $5,651-84.8% |